Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.94

+0.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: dougSF30 who wrote (237733)	7/30/2007 8:42:43 PM
From: Petz	Read Replies (1) of 275872

For the umpteenth time, you are ignoring several factors 1. A wafer out with 200 good CPU's doesn't result in a sale of 200 CPU's until 8 weeks later. It has to be packaged, tested, and then sits in inventory for awhile. I have never bought a chip with a date code less than 6 weeks old, and that is the date it was tested, not the date the wafer left the fab. 2. The intent of the chart was to show wafer out capacity, not the plan for wafer starts or wafer outs. Obviously AMD is not utilizing Chartered at a constant rate for all of 2007. AMD would obviously reduce wafer outs during Q2 even though the chart shows that wafer out capacity is growing. Why don't you try and calculate Intel's yields. They have >5x the 300mm fab space, but can't seem to ever make 5x as many CPUs. Petz

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next